WealthPlan Investment Management, LLC

Position in ALL — Allstate Corp

CIK 1929986 OMAHA, NE

Position in ALL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$323,598

+$76,035 QoQ

Shares Held

1,360

+13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,194

of 1,742 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $2,024,036 across 4 Insurance - Property & Casualty names. ALL ranks #4 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	452	$882,760
2	TRV	Travelers Companies, Inc.	1,339	$442,030
3	CINF	Cincinnati Financial Corp	2,029	$375,648
4	ALL	Allstate Corp This page	1,360	$323,598

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,598	1,360	+13.9%	Shares	Other	2026-07-28
2026-03-31	$247,563	1,194	+6.7%	Shares	Sole	2026-04-29
2025-12-31	$232,919	1,119	+1.5%	Shares	Sole	2026-02-05
2025-09-30	$236,544	1,102	+0.4%	Shares	Sole	2025-10-27
2025-06-30	$221,038	1,098	0.0%	Shares	Sole	2025-07-28
2025-03-31	$227,362	1,098	0.0%	Shares	Sole	2025-05-12
2024-12-31	$211,683	1,098	0.0%	Shares	Sole	2025-01-30
2024-09-30	$208,235	1,098	0.0%	Shares	Sole	2024-11-05
2023-03-31	$121,669	1,098	-35.6%	Shares	Sole	2023-05-08
2022-12-31	$231,333	1,706	+0.1%	Shares	Sole	2023-02-15
2022-09-30	$212,199	1,704	+0.1%	Shares	Sole	2022-12-12
2022-03-31	$235,744	1,702	—	Shares	Sole	2022-09-07
No filing history on record for this holder in this stock.